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2 FTSE 100 shares I’d buy in a Stocks and Shares ISA to get rich and retire early

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It’s been an extremely bumpy year for many FTSE 100 investors. The brief rally following the stock market crash of late February and early March ran out of steam almost immediately. As I type, the Footsie trades a full 25% lower from its levels at the start of 2020.

In fact, the FTSE 100 has just slipped to its lowest for almost seven months to around 5,500 points. And further drops beyond 2020’s multi-year lows can’t be ruled out as coronavirus infection rates soar. I know what I’ll be doing if UK share prices slump again. I’ll be buying more quality shares for my Stocks and Shares ISA at their knocked-down prices.

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Here are two FTSE 100 shares I’m already thinking of adding (or indeed, buying more of) for my portfolio today: 

A blue-chip UK share I already own

Ashtead Group (LSE: AHT) was the best-performing FTSE 100 stock of the 2010s but it’s not got off to a flyer in this new decade. The impact of Covid-19 lockdowns on construction activity across the globe — and, as a consequence, falling demand for its rental equipment — has been significant. As a consequence, its pre-tax profit slipped 35% in the three months to July.

As an Ashtead shareholder, I hope that rising Covid-19 infections won’t cause builders to down tools again. But even if they do, I’m confident this UK share will still deliver terrific long-term returns.

Rampant acquisition activity was the bedrock of the brilliant profits growth of the past decade. And the company is still generating shedloads of cash to help it continue building its market share through M&A action. Indeed, there could be plenty of distressed rivals available to be bought for a knock-down price following this fresh economic downturn.

City analysts reckon Ashtead will bounce from a 29% earnings drop in the current financial year (to April 2021) and record a 32% bottom-line rebound in fiscal 2022. The company’s elevated forward price-to-earnings (P/E) ratio of 24 times isn’t that tasty at first glance. But the exceptional form of this FTSE 100 firecracker in recent years makes it worthy of a fat premium, in my opinion.

A dirt-cheap FTSE 100 hero

The long-term profits outlook for GVC Holdings (LSE: GVC) also looks quite robust. It’s not just that the online betting market is set to continue exploding (a Verified Market Research report suggests the global market will grow at a compound annual growth rate of 11% through to 2026). It’s that this FTSE 100 share has some of the industry’s most popular brands like bwin, Ladbrokes and partypoker.

It also has a broad geographical footprint and is building momentum in the gigantic US marketplace too. In 2021, City analysts expect earnings at GVC to rocket 29%, a vast improvement from the 13% decline forecast for this year. And, as a result, this UK share trades on a rock-bottom forward price-to-earnings growth (PEG) ratio of 0.5. Throw in a chunky 3.6% dividend yield too, and I think it’s too good to miss.

A Top Share with Enormous Growth Potential

Savvy investors like you won’t want to miss out on this timely opportunity…

Here’s your chance to discover exactly what has got our Motley Fool UK analyst all fired up about this ‘pure-play’ online business (yes, despite the pandemic!).

Not only does this company enjoy a dominant market-leading position…

But its capital-light, highly scalable business model has previously helped it deliver consistently high sales, astounding near-70% margins, and rising shareholder returns … in fact, in 2019 it returned a whopping £150m+ to shareholders in dividends and buybacks!

And here’s the really exciting part…

While COVID-19 may have thrown the company a curveball, management have acted swiftly to ensure this business is as well placed as it can be to ride out the current period of uncertainty… in fact, our analyst believes it should come roaring back to life, just as soon as normal economic activity resumes.

That’s why we think now could be the perfect time for you to start building your own stake in this exceptional business – especially given the shares look to be trading on a fairly undemanding valuation for the year to March 2021.

Click here to claim your copy of this special report now — and we’ll tell you the name of this Top Growth Share… free of charge!

Royston Wild owns shares of Ashtead Group. The Motley Fool UK has no position in any of the shares mentioned. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

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